Financial Services Tax
Current• Managed teams of 5-30 people to complete K-1s and tax returns and meet client and statutory deadlines• Prepared and reviewed partnership tax allocations for private equity, venture capital, and hedge funds• Calculated taxable income for investment funds and management companies using books and records and identifying tax adjustments.• Analyzed new investments to figure out potential tax impacts and identify the best ways to structure• Researched tax questions from clients and provided advice based on the Internal Revenue Code, Treasury Regulations, and case law.